Texas Instruments Incorporated $TXN Stock Acquired by James Hambro & Partners LLP

Key Points

• James Hambro & Partners LLP increased its Texas Instruments stake by 2.6% in the third quarter, owning 490,504 shares valued at approximately $137.4 million. Institutional investors collectively hold 84.99% of TXN’s outstanding shares.
• Texas Instruments reported quarterly EPS of $2.14 and revenue of $5.46 billion, surpassing analyst expectations, while revenue grew 22.8% year over year. The company issued third-quarter 2026 EPS guidance of $2.23–$2.57.
• The company raised its quarterly dividend from $1.42 to $1.52 per share, equivalent to an annualized $6.08 dividend and a 2.2% yield. Analysts maintain a consensus “Hold” rating with an average price target of $303.57.

James Hambro & Partners LLP raised its position in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 2.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 490,504 shares of the semiconductor company's stock after purchasing an additional 12,556 shares during the period. Texas Instruments makes up approximately 4.8% of James Hambro & Partners LLP's holdings, making the stock its 10th largest holding. James Hambro & Partners LLP owned approximately 0.05% of Texas Instruments worth $137,398,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Portus Wealth Advisors LLC bought a new stake in Texas Instruments in the 1st quarter worth approximately $27,000. Scarborough Advisors LLC purchased a new stake in Texas Instruments in the first quarter worth approximately $29,000. Kilter Group LLC bought a new position in Texas Instruments during the second quarter valued at approximately $31,000. Main Street Group LTD bought a new position in Texas Instruments during the first quarter valued at approximately $32,000. Finally, Nvwm LLC grew its position in Texas Instruments by 550.0% during the third quarter. Nvwm LLC now owns 117 shares of the semiconductor company's stock valued at $33,000 after acquiring an additional 99 shares during the last quarter. Institutional investors own 84.99% of the company's stock.

Insider Buying and Selling at Texas Instruments

In other news, VP Tsedeniya Abraham sold 7,000 shares of the stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $264.63, for a total transaction of $1,852,410.00. Following the completion of the sale, the vice president directly owned 23,181 shares in the company, valued at approximately $6,134,388.03. This represents a 23.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.60% of the company's stock.

Texas Instruments Trading Up 0.1%

Shares of NASDAQ TXN traded up $0.37 during mid-day trading on Monday, hitting $276.85. The stock had a trading volume of 3,164,124 shares, compared to its average volume of 7,528,492. The business has a 50 day moving average price of $271.75 and a two-hundred day moving average price of $277.05. Texas Instruments Incorporated has a 1 year low of $152.73 and a 1 year high of $334.03. The company has a debt-to-equity ratio of 0.72, a quick ratio of 3.44 and a current ratio of 4.86. The firm has a market cap of $252.84 billion, a P/E ratio of 42.09, a price-to-earnings-growth ratio of 1.54 and a beta of 1.35.

Texas Instruments (NASDAQ:TXN - Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The semiconductor company reported $2.14 earnings per share for the quarter, beating the consensus estimate of $1.91 by $0.23. The business had revenue of $5.46 billion during the quarter, compared to analysts' expectations of $5.26 billion. Texas Instruments had a net margin of 31.11% and a return on equity of 35.77%. The firm's revenue for the quarter was up 22.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.41 EPS. Texas Instruments has set its Q3 2026 guidance at 2.230-2.570 EPS. On average, equities analysts anticipate that Texas Instruments Incorporated will post 8.48 EPS for the current fiscal year.

Texas Instruments Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, November 10th. Stockholders of record on Friday, October 30th will be issued a dividend of $1.52 per share. This is an increase from Texas Instruments's previous quarterly dividend of $1.42. This represents a $6.08 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Friday, October 30th. Texas Instruments's dividend payout ratio (DPR) is currently 86.45%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on TXN shares. JPMorgan Chase & Co. boosted their price objective on shares of Texas Instruments from $280.00 to $340.00 and gave the stock an "overweight" rating in a report on Thursday, July 23rd. Citigroup reaffirmed a "buy" rating and issued a $345.00 price objective (up from $280.00) on shares of Texas Instruments in a research note on Tuesday, July 14th. Weiss Ratings raised shares of Texas Instruments from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, October 9th. Cantor Fitzgerald reiterated a "neutral" rating and issued a $300.00 target price (up from $280.00) on shares of Texas Instruments in a research report on Wednesday, September 9th. Finally, Mizuho lifted their target price on shares of Texas Instruments from $300.00 to $305.00 and gave the stock a "neutral" rating in a research report on Thursday, July 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $303.57.

Texas Instruments Profile

Texas Instruments Incorporated NASDAQ: TXN designs and manufactures analog and embedded semiconductor products used in industrial, automotive, personal electronics, communications equipment, and enterprise systems. Its analog products help manage power, sense and measure real-world signals, and support signal processing, while its embedded processing products provide computing and control functions within electronic systems.

The company offers a broad portfolio of semiconductors, including power-management devices, amplifiers, data converters, microcontrollers, processors, and connectivity products.

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